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Hi Jacom
Yes, when you add multiple tasks to the invoice the whole group will get one Invoice number.
And yes, You can add there only tasks that were not invoiced yet.
Best regards,
Marek
Is it possible to serch in view on multiple clients?
Hi,
Is it possible to search on multiple clients (or in any other text filter) by using some sort of expression?
eg: If I have a view with the filter "client name" can I search for "client x" and "client y"?
Regards,
Hi Robrecht
It depends on which module you have this view because some filters are not available in all modules.
When it comes to the filters there are several types of filters in the system (just like the types of custom fields): tex type, selection, date etc.
The "Client name" filter is the tex type, it's a simple text filter and it is not possible to use it for this purpose. It will allways search the inserted strings of characters againts the names of your clients.
But there is another filter called "Client" and it is a selection type. For example in projects module you will find this filter in the Client group
Please bear in mind to select the multiple selection in the configuration of the filter. This way you can search for projects of more then one client.
This filter is available for views in: Opportunities, Quotes, Projects and Invoicing modules.
It is not available in the Clients module.
Best regards,
Marek
Rates in projects/tasks view
For external reporting purposes we need report on word rate that was invoiced. Now I only see the possibility in the view to add totals. Is there way to have this more specfied? So in our report we want to be able to retrieve information like 21 cents per word for 6000 words.
Thanks if you can help.
Hi Krijn
There's no column in the system that could show you such information. It is possible that it could be added as a Custom Column (Virtual column).
There are some examples of column code already shared by the community, you can try to search there for something similar:
https://xtrf.userecho.com/communities/8/topics/633-sharing-virtual-column-code
Or you can contact your Customer Succes Manager if you'd like to get this kind of customization from our Customization Team.
Best regards,
Marek
Change or remove LISA evaluation score
I was surprised to find out that it is not possible to change or delete LISA evaluation scores in Smart Projects. Helpdesk asked me to raise the question here.
So what are you to do if the wrong score was submitted, or in our case, you simply want to remove LISA evaluation scores because you're not using that scoring system anymore?
HI Sancho
It is not possible to remove the LISA evaluation once it was submitted. But you can change the score by changing the Error storage and submitting it again. The system will recalculate the score.
Release notes for 8.1.7 and 8.1.8
Could you please add the release notes for these two versions? Looks like SaaS was updated to 8.1.8 on November 10. Would be good to know what was addressed in these patch fixes. Thank you!
Applying overall project discount
Apologies if this has already been asked elsewhere, but is there anyway of applying a bulk discount to the total cost of a project rather than going through language by language?
I even tried setting a discount at client level in their price profile but it didn't have any affect on the quote when I created it.
If this isn't currently possible I think it would be good to vote on it as I believe many people would benefit from being able to apply an overall discount, especially on projects with over ten target languages.
Multiple source languages in Smart Projects
Is there a way of adding multiple source languages into a Smart Project for quotation purposes.
For example, I have a project with 18 target languages. The client requested translation from EN-US, however it works out more cost effective for them to translate into ES-ES and PT-PT first, before adapting the content from ES-ES to ES-419 and PT-PT to PT-BR.
I want to be able to show them in the same quote, as well as in the same project. Is there anyway that this can be done?
Alternatively, can this be done with Classic Projects?
Placeholders for email templates
Good morning,
We would like to add the amount of total words and the client name in the email templates that we send to our linguists when sending a job offer. Could you please let me know how this could be done?
Thanks!
What is Default TM Rates Type
I could not find an answer to this in What's on this page or the Forum. This field is found in the Price Profile of vendors, under Competencies & Rates. The options are Percentage or Fixed.
The field is Default TM Rates Type. It is found on Client Settings and Vendor Settings > Default Values.
The default value is Percentage.
dividing word count on different linguists
Hi There
When we try and split a process what we mean is to divide the word count on 2 linguists or more, what happens is that the task is duplicated and all the vendors have the same word count which equals to the total word count of the project. this may result in wrong payable information at the end of the month. i guess we are not using the right option for our purpose, to summarize, if i have a 1 phase simple translation project with the word count of 1000 words, how can i create 2 jobs for 2 different linguists 500 words each?
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